钱多多股票论坛

trader1688.com 		 FAQ FAQ RSS

支持168: Amazon Ebay Amazon(Canada)
Half

Board index » 炒股一条龙 » 大势走向


Post new topic Reply to topic  Page 3 of 4
  [ 48 Posts ]  Go to page Previous  1, 2, 3, 4  Next
  Previous topic | First unread post | Next topic 
Author Message
now
 Post subject: Re: What a Banquet!
PostPosted: 10/5/17 11:58 
Offline 模拟帐户

Joined: 9/8/11 22:41
Posts: 4741
嗯， 银行又大涨了。C, 6/28, $65, now $75. next year $100.

now wrote:
Cash cows are coming, a lot of buyback, just for 2017-2018. In this pace, 2018-2019?
C的MOMO强度：几周内到$75？
现在我们可以理解银行去年大MOMO怎么回事。它们知道自己赚大钱好日子来了不管能不能望到头。

Citi doubles dividend, bank shares jump after industry passes Fed stress tests
http://www.cnbc.com/2017/06/28/citi-dou ... tests.html
http://www.cnbc.com/2017/06/28/jpmorgan ... risis.html

Buffett成了各个行业的金融刮头。

Buffett's Berkshire on verge of becoming BofA's top shareholder
https://www.yahoo.com/finance/news/buff ... 59734.html


 
 Profile  
Reply to topic 
now
 Post subject: Re: What a Banquet!
PostPosted: 10/9/17 11:55 
Offline 模拟帐户

Joined: 9/8/11 22:41
Posts: 4741
CS的分析跟我的一致吗。尽管我只是用比较简单的TA/FA加点感觉。

https://www.cnbc.com/2017/10/09/bank-tr ... nefit.html


now wrote:
他自己在比较高的价位重仓了WFC就认为WFC最好。但从别人的角度可以说BAC/C最好，其次JPM/MS，其次GS。然后就不会费钱去买WFC了。

BAC的市值超过WFC，既是危机也是机遇
发信站: BBS 未名空间站 (Wed Sep 27 21:53:24 2017, 美东)
危机：个别股价泡沫导致整个行业回调
机遇：相对价值洼地越加明显，风险有限


 
 Profile  
Reply to topic 
now
 Post subject: Re: What a Banquet!
PostPosted: 10/12/17 19:14 
Offline 模拟帐户

Joined: 9/8/11 22:41
Posts: 4741
开始银行股ER基本表现不会好，这个我说过了，大约2年前就是这样说。因此我没有JPM，MS，GS。BAC和C把它们卖了交税之后还得买回有什么必要呢？今天下午加了MS，明天也行。不管怎样，BTFD适合这些股票。它们的EARNING好是真的。未来模糊苍茫光明都是股市本色。
 
 Profile  
Reply to topic 
now
 Post subject: Re: What a Banquet!
PostPosted: 10/13/17 19:29 
Offline 模拟帐户

Joined: 9/8/11 22:41
Posts: 4741
大牛市，短期跌5%都烦人，因为容易找到涨得快的股票。

发信人:xxxx, 信区: Stock

标 题: 说说我为什么不怕WFC跌到20刀
发信站: BBS 未名空间站 (Fri Oct 13 )
1.帐户里没有上马金,
2.股票上的钱都是20年内不会用的死钱
3.16000股WFC的红利足够我在法拉盛租个地下室并衣食无忧,外加每周三次全套
4.真要跌到20, 那就是百年不遇的发财机会
好股票很多, 能做到跌可攻涨可守的股票不超过5个,而且要求人股合一


now wrote:
他自己在比较高的价位重仓了WFC就认为WFC最好。但从别人的角度可以说BAC/C最好，其次JPM/MS，其次GS。然后就不会费钱去买WFC了。

BAC的市值超过WFC，既是危机也是机遇
发信站: BBS 未名空间站 (Wed Sep 27 21:53:24 2017, 美东)
危机：个别股价泡沫导致整个行业回调
机遇：相对价值洼地越加明显，风险有限


 
 Profile  
Reply to topic 
now
 Post subject: Re: What a Banquet!
PostPosted: 10/16/17 14:12 
Offline 模拟帐户

Joined: 9/8/11 22:41
Posts: 4741
现在坏人很AGRESSIVE啊，迫不及待BTFD。以前通常是MS，GS 都ER完了，JPM才涨一涨。C倒也没有什么，ER好就是好了，SG调降，过几天就忘了。


now wrote:
开始银行股ER基本表现不会好，这个我说过了，大约2年前就是这样说。因此我没有JPM，MS，GS。BAC和C把它们卖了交税之后还得买回有什么必要呢？今天下午加了MS，明天也行。不管怎样，BTFD适合这些股票。它们的EARNING好是真的。未来模糊苍茫光明都是股市本色。


 
 Profile  
Reply to topic 
Peter1688
 Post subject: Re: What a Banquet!
PostPosted: 10/16/17 14:15 
Offline 模拟帐户

Joined: 12/4/09 19:51
Posts: 3243
$JPM new high again
 
 Profile  
Reply to topic 
now
 Post subject: Re: What a Banquet!
PostPosted: 10/17/17 10:00 
Offline 模拟帐户

Joined: 9/8/11 22:41
Posts: 4741
我的大数据感还可以啊。以前基本上也是就MS ER当天能涨点。今天可以买点GS了。昨天加点C, BTFD，那个倒锤子在底部通常就是底部, that's my TA。


now wrote:
开始银行股ER基本表现不会好，这个我说过了，大约2年前就是这样说。因此我没有JPM，MS，GS。BAC和C把它们卖了交税之后还得买回有什么必要呢？今天下午加了MS，明天也行。不管怎样，BTFD适合这些股票。它们的EARNING好是真的。未来模糊苍茫光明都是股市本色。


 
 Profile  
Reply to topic 
now
 Post subject: Re: What a Banquet!
PostPosted: 10/18/17 12:09 
Offline 模拟帐户

Joined: 9/8/11 22:41
Posts: 4741
MM在几大银行的炒作习惯让我摸得比较透啊。
 
 Profile  
Reply to topic 
now
 Post subject: Re: What a Banquet!
PostPosted: 1/4/18 10:51 
Offline 模拟帐户

Joined: 9/8/11 22:41
Posts: 4741
今天金融好，加点。假设C的横盘要结束了。
 
 Profile  
Reply to topic 
now
 Post subject: Re: What a Banquet!
PostPosted: 1/10/18 12:38 
Offline 模拟帐户

Joined: 9/8/11 22:41
Posts: 4741

now wrote:
今天金融好，加点。假设C的横盘要结束了。

很好，证明时机接近最优。媒体和分析师们总说利率涨对银行多么好，很难证明，除非鸭子在银行存款太多然后银行用来放高利贷。这几天利率大涨连BOND KING 棍得辣可都急了。
但是要ER了，这几天金融向上但不是很硬。
 
 Profile  
Reply to topic 
now
 Post subject: Re: What a Banquet!
PostPosted: 1/12/18 10:53 
Offline 模拟帐户

Joined: 9/8/11 22:41
Posts: 4741
很牛。JPM ER通常跌，现在涨。
 
 Profile  
Reply to topic 
now
 Post subject: Re: What a Banquet!
PostPosted: 1/12/18 17:03 
Offline 模拟帐户

Joined: 9/8/11 22:41
Posts: 4741

now wrote:
很牛。JPM ER通常跌，现在涨。

最后收盘前这些银行股吹得更牛。
 
 Profile  
Reply to topic 
now
 Post subject: Re: What a Banquet!
PostPosted: 1/22/18 11:02 
Offline 模拟帐户

Joined: 9/8/11 22:41
Posts: 4741
这个CALL还是很优秀的，尽管具体执行有些欠缺。But the good thing is the momo can last for a while.


now wrote:
今天金融好，加点。假设C的横盘要结束了。


 
 Profile  
Reply to topic 
now
 Post subject: Re: What a Banquet!
PostPosted: 1/25/18 12:00 
Offline 模拟帐户

Joined: 9/8/11 22:41
Posts: 4741
沧海横流，方显流氓本色。

Image
 
 Profile  
Reply to topic 
now
 Post subject: Re: What a Banquet!
PostPosted: 1/31/18 21:31 
Offline 模拟帐户

Joined: 9/8/11 22:41
Posts: 4741
这些东西的盈利很好。但也是长牛慢涨乱震的走势。所以最近减了，有的主动，有的被动。
他日我再来。
 
 Profile  
Reply to topic 
Display posts from previous:  Sort by  
Post new topic Reply to topic  Page 3 of 4
  [ 48 Posts ]  Go to page Previous  1, 2, 3, 4  Next

Board index » 炒股一条龙 » 大势走向

Home 

Who is online

Users browsing this forum: Googlebot and 2 guests

You cannot post new topics in this forum
You cannot reply to topics in this forum
You cannot edit your posts in this forum
You cannot delete your posts in this forum
You cannot post attachments in this forum

Search for:

Batch Generator
Hutong9 SizzlingStock GaoFamily  Hearty  TT  股通 财籽 GrusInvest E.T. Yahoo Google msn 大千 未名 外汇牛人邦 CNFinance 华人 investern optionpain YangCai 司空金融网


This site is mainly for stock market discussion, it does not provide any investment advice. It is not suggested to rely on posts here for investment decision.
本网站主要作为股市讨论用途，并不提供任何投资建议。请不要将本站内容作为投资依据，否则风险自负。

钱多多股票论坛 - Trader1688.com© Powered by phpBB © 2002, 2006 phpBB Group